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PROSPECT ASSET ALLOCATION STRATEGY

PROSPECT ASSET ALLOCATION STRATEGY is a Multi_asset Portfolio Management Service launched by Harmoney Finserv India Private Limited on April 2017. Managed by KANNAN RAMADASS, the fund holds ₹27 Cr in AUM and benchmarks against NSE Multi Asset Index 2. Minimum investment is ₹5000000 lakh, with a AMC CHARGES 2 % OR 1 % % fixed fee and Performance FEES 10 % Or 15 % % performance fee. Trailing returns: 12.81% (1Y), 15.29% CAGR (3Y), 11.59% since inception. Performance data as of July 2026.

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PROSPECT ASSET ALLOCATION STRATEGY

Harmoney Finserv India Private Limited

26.83 CR AUM

PROSPECT ASSET ALLOCATION STRATEGY

PROSPECT ASSET ALLOCATION STRATEGY

Harmoney Finserv India Private Limited

26.83 CR AUM

NSE Multi Asset Index 2
Benchmark
9yr 3mo
Age
MULTI_ASSET
Strategy
AMC CHARGES 2 % OR 1 %
Fixed Fees
Performance FEES 10 % Or 15 %
Variable Fees
1 St Year : 3 % 2 Nd Year : 2 % 3 Rd Year : 1 %
Exit Load
NSE Multi Asset Index 2
Benchmark
9yr 3mo
Age
MULTI_ASSET
Strategy
AMC CHARGES 2 % OR 1 %
Fixed Fees
Performance FEES 10 % Or 15 %
Variable Fees
1 St Year : 3 % 2 Nd Year : 2 % 3 Rd Year : 1 %
Exit Load
Fund manager

kannan ramadass

Fund Manager
MULTI_ASSETStrategies

Kannan is an innovative, enthusiastic, and self-made individual, guided by the belief that pursuing one's passion leads to a fulfilling life. A knowledgeable professional with a wide-ranging expertise, he is determined and resilient in constantly striving to reach greater heights both professionally and personally. With a calm and composed demeanor, he exudes confidence and dedication, inspiring those around him to aspire for greatness. His commitment to clients and family is unwavering, embodying a relentless pursuit of excellence. An encouraging and supportive leader, he knows just how to uplift others and foster growth and success with his insightful and adaptable approach

Kannan is an innovative, enthusiastic, and self-made individual, guided by the belief that pursuing one's passion leads to a fulfilling life. A knowledgeable professional with a wide-ranging expertise, he is determined and resilient in constantly striving to reach greater heights both professionally and personally. With a calm and composed demeanor, he exudes confidence and dedication, inspiring those around him to aspire for greatness. His commitment to clients and family is unwavering, embodying a relentless pursuit of excellence. An encouraging and supportive leader, he knows just how to uplift others and foster growth and success with his insightful and adaptable approach

What is this fund's investment objective?

Investment approach will be based on the Benjamin Graham investing tenets such as P/B less than 1, Debt to Equity Ratio, Overall Market P/E. Equity investment will typically range between 75% and 25% at any particular period of time. Based on the PE of the index, the strategy will either raise or decrease the equity allocation. The strategy will invest in other asset classes, including Bonds, REITs & INVIT, Gold, Silver.

How has PROSPECT ASSET ALLOCATION STRATEGY performed?

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Wealth Creation Calculator

1M IA return
-0.42%
1M benchmark return
1.71%
Alpha
-2.13%
1M Wealth multiple
1.00x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
-0.42%
1M benchmark return
1.71%
Alpha
-2.13%
1M Wealth multiple
1.00x

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